Streamline Your CRM Tasks with Our New Chat Feature

Have you ever wished you could get tasks done in your CRM without having to navigate through multiple screens? Well, now you can! With our latest feature, you can seamlessly interact with your CRM right from a chat interface, making your tasks quicker and simpler.

📌 Why This Matters

This new capability is all about saving you time and effort. As a small business owner, managing contacts and data efficiently is crucial. This feature allows you to streamline your workflow, so you can focus on what truly matters – growing your business!

✨ What’s New

• Feature 1: Instantly add a contact! Need to register someone on the spot? Just type their details, and they’re added, hassle-free!
• Feature 2: Access your CRM data in real-time! Want to see your contacts or opportunities without the usual clicks? Just ask, and you’ll get the information right there.

🛠️ How to Use It

1. Step 1: Simply command the chat by typing what you need. For example, to add a contact, enter: Add Jane Doe, jane@hvacpros.com, (555)123-4567.
2. Step 2: To pull up data, ask questions like: Show all my contacts or List all opportunities this week.

💡 Pro Tip

Utilize this new chat feature to streamline repetitive tasks, letting you focus on building relationships and closing deals.